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Arcadia Wealth Management (New Hampshire)’s Vanguard Small-Cap ETF VB Stock Holding History

Arcadia Wealth Management (New Hampshire)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.69M Buy
29,374
+1,699
+6% +$460K 2.78% 12
2025
Q4 		$7.14M Buy
27,675
+3,001
+12% +$769K 2.66% 11
2025
Q3 		$6.27M Sell
24,674
-1,813
-7% -$450K 2.49% 11
2025
Q2 		$6.28M Buy
26,487
+2,650
+11% +$591K 2.74% 11
2025
Q1 		$5.29M Sell
23,837
-1,150
-5% -$275K 2.61% 11
2024
Q4 		$6M Buy
24,987
+1,012
+4% +$249K 3.04% 10
2024
Q3 		$5.69M Buy
23,975
+1,550
+7% +$352K 2.99% 9
2024
Q2 		$4.89M Buy
22,425
+2,240
+11% +$492K 2.79% 10
2024
Q1 		$4.61M Buy
20,185
+1,397
+7% +$301K 2.84% 10
2023
Q4 		$4.01M Buy
18,788
+1,135
+6% +$219K 2.78% 10
2023
Q3 		$3.34M Buy
17,653
+1,018
+6% +$203K 2.6% 11
2023
Q2 		$3.31M Buy
+16,635
New +$3.14M 2.44% 12

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s VB Position: Q1 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its Vanguard Small-Cap ETF (VB) stake by 6.1% in Q1 2026, buying an estimated $460K and bringing the position to 29,374 shares worth $7.69M. The position accounts for 2.78% of the portfolio, ranked #12.

Arcadia Wealth Management (New Hampshire) first reported a position in VB in Q2 2023 and has held it in 12 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Arcadia Wealth Management (New Hampshire) held 29,374 shares of Vanguard Small-Cap ETF worth $7.69M as of Q1 2026.
  • Arcadia Wealth Management (New Hampshire) bought 1,699 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $460K.
  • Vanguard Small-Cap ETF made up 2.78% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q1 2026, its #12 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2026, filed 27 Apr 2026.